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To: Paul Engel who wrote (62448)8/14/1998 1:55:00 AM
From: Elmer  Read Replies (2) | Respond to of 186894
 
Re: " National sees big loss in second half of 1998 "

Poor Fuchi. Who's going to break the news to him?

EP



To: Paul Engel who wrote (62448)8/14/1998 2:39:00 AM
From: Gary Ng  Read Replies (1) | Respond to of 186894
 
Paul, Re: Halla is claiming NSM is in trouble because of the shift to sub $1000 PCs

I believe he is right. I would read it this way :

Because you can now buy PII 266/300/333(including Celeron)
and AMD K6-2 system under 1000, no one would ever
buy those MediaGX or PR-rated Cyrix.

Gary



To: Paul Engel who wrote (62448)8/14/1998 9:59:00 AM
From: Joey Smith  Read Replies (1) | Respond to of 186894
 
Paul, I thought competing in the sub-$1000 markets WAS the Cyrix strategy <ggg>. Gee, they must run that commercial on CNBC like every other hour. Now Halla is saying that the shift towards sub-$1000 is the reason for more losses. Seems like Halla has mastered the recipe for disaster <ggg>.

joey


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